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TransUnion
TRU

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
501
Steward Partners Investment Advisory
New York
$5.92K -$6.08K -67 -49%
NEWAS
502
N.E.W. Advisory Services
Wisconsin
$5.45K – – –
JWA
503
JFS Wealth Advisors
Pennsylvania
$4.78K -$91 -1 -2%
CIA
504
Cape Investment Advisory
Georgia
$4.69K – – –
SL
505
Salomon & Ludwin
Virginia
$4.64K +$5.45K +60 New
PIM
506
Plato Investment Management
Australia
$4.49K +$4.9K +54 New
MSWA
507
Marshall & Sterling Wealth Advisors
New York
$4.44K – – –
PFBT
508
Parkside Financial Bank & Trust
Missouri
$4.36K – – –
PG
509
Proffitt & Goodson
Tennessee
$4.36K +$4.72K +52 New
FFO
510
Fortitude Family Office
Arizona
$4.02K +$908 +10 +26%
BGAI
511
Bruce G. Allen Investments
Colorado
$3.94K – – –
BIA
512
Bell Investment Advisors
California
$3.69K -$454 -5 -10%
S
513
Sachetta
Massachusetts
$3.69K – – –
T
514
Tidemark
California
$3.6K – – –
Q1WB
515
Quest 10 Wealth Builders
Virginia
$3.6K +$3.9K +43 New
QC
516
Quent Capital
New York
$3.52K +$3.81K +42 New
MAM
517
Meeder Asset Management
Ohio
$3.35K +$454 +5 +14%
RWM
518
Raffa Wealth Management
District of Columbia
$3.27K +$2K +22 +129%
CA
519
Crewe Advisors
Utah
$3.1K +$3.36K +37 New
MCM
520
Manchester Capital Management
Vermont
$2.77K – – –
CH
521
Cromwell Holdings
Wyoming
$2.68K – – –
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.68K +$2.9K +32 New
RIL
523
Rothschild Investment LLC
Illinois
$2.43K -$272 -3 -9%
CT
524
Clearstead Trust
Maine
$2.1K – – –
TIM
525
Tortoise Investment Management
New York
$2.1K +$182 +2 +9%
19 20
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